SCLZ vs RMCA
Comparison between SWAN ENHANCED DIVIDEND INCOME ETF (SCLZ, ETF) and ROCKEFELLER CALIFORNIA MUNICIPAL BOND ETF (RMCA, ETF).
SCLZ vs RMCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCLZ
$20M
RMCA
$20M
Expense Ratio
SCLZ
0.79%
Winner
RMCA
0.55%
Max Drawdown
SCLZ
14.16%
Winner
RMCA
8.45%
Sharpe Ratio
SCLZ
1.06
Winner
RMCA
1.34
5Y Beta
SCLZ
0.66
Winner
RMCA
0.05
P/E Ratio
SCLZ
30.64
RMCA
N/A
Forward P/E
SCLZ
21.89
RMCA
N/A
PEG Ratio
SCLZ
0.33
RMCA
N/A
5Y EPS CAGR
SCLZ
25.18%
RMCA
N/A
Debt to Equity
SCLZ
8.72%
RMCA
N/A
P/S Ratio
SCLZ
5.18
RMCA
N/A
P/B Ratio
SCLZ
6.75
RMCA
N/A
SCLZ vs RMCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCLZ
+1.15%
RMCA
-0.58%
3M
Winner
SCLZ
+5.49%
RMCA
+0.44%
6M
Winner
SCLZ
+8.12%
RMCA
+2.04%
1Y
Winner
SCLZ
+14.19%
RMCA
+8.32%
Max(CAGR)
Winner
SCLZ
+12.80%
RMCA
+2.31%
SCLZ vs RMCA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SCLZ | RMCA |
|---|---|---|
| 2026 | +7.63% | +2.10% |
| 2025 | +11.46% | +2.15% |
| 2024 | +11.88% | -0.14% |
SCLZ vs RMCA Drawdown Comparison
The maximum drawdown for SCLZ was -12.58%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for RMCA was -5.96%, occurring on Apr 11, 2025. Recovery took 211 trading sessions.
The current SCLZ drawdown is -0.30%. The current RMCA drawdown is -1.20%.
| Rank | SCLZ | RMCA |
|---|---|---|
| #1 | -12.58% Feb 19, 2025 - Jul 3, 2025 | -5.96% Dec 6, 2024 - Oct 13, 2025 |
| #2 | -7.00% Feb 2, 2026 - Apr 14, 2026 | -3.03% Oct 1, 2024 - Dec 2, 2024 |
| #3 | -4.59% Jul 16, 2024 - Aug 15, 2024 | -2.35% Feb 27, 2026 - Apr 23, 2026 |
| #4 | -4.22% Oct 28, 2025 - Dec 22, 2025 | -1.20% Jun 29, 2026 - Jul 21, 2026 |
| #5 | -4.22% Mar 28, 2024 - May 15, 2024 | -1.16% Apr 24, 2026 - May 28, 2026 |
| #6 | -3.30% Dec 16, 2024 - Jan 23, 2025 | -1.03% Nov 26, 2025 - Jan 7, 2026 |
| #7 | -2.73% Jun 4, 2026 - Jul 6, 2026 | -0.60% Jan 14, 2026 - Feb 3, 2026 |
| #8 | -2.26% Oct 18, 2024 - Nov 7, 2024 | -0.56% Nov 11, 2025 - Nov 26, 2025 |
| #9 | -2.21% Aug 30, 2024 - Sep 13, 2024 | -0.51% Oct 27, 2025 - Nov 11, 2025 |
| #10 | -2.14% Jan 12, 2026 - Feb 2, 2026 | -0.37% Aug 23, 2024 - Sep 3, 2024 |
| #11 | -2.11% May 21, 2024 - Jun 13, 2024 | -0.24% Jun 11, 2026 - Jun 18, 2026 |
| #12 | -2.03% Nov 8, 2024 - Nov 26, 2024 | -0.23% Feb 10, 2026 - Feb 12, 2026 |
| #13 | -1.71% Jul 14, 2026 - Jul 20, 2026 | -0.21% Sep 27, 2024 - Oct 1, 2024 |
| #14 | -1.42% Oct 8, 2025 - Oct 20, 2025 | -0.18% Sep 16, 2024 - Sep 27, 2024 |
| #15 | -1.35% Jul 23, 2025 - Aug 15, 2025 | -0.16% Jun 2, 2026 - Jun 11, 2026 |
Correlation
Correlation between SCLZ and RMCA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2024 - 2026)
SCLZ vs RMCA dividend yield comparison.
| Year | SCLZ | RMCA |
|---|---|---|
| 2026 | 4.03% | 2.02% |
| 2025 | 7.53% | 4.51% |
| 2024 | 4.86% | 1.20% |
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